Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF Trust | 5 | Q4 2018 | 54.1% |
APPLE INC | 5 | Q4 2018 | 2.0% |
MICROSOFT CORP | 5 | Q4 2018 | 1.5% |
AMAZON.COM INC | 5 | Q4 2018 | 1.1% |
NVIDIA CORP | 5 | Q4 2018 | 0.8% |
JPMORGAN CHASE & CO | 5 | Q4 2018 | 0.9% |
ADOBE SYSTEMS INC | 5 | Q4 2018 | 0.8% |
Comcast Corp New | 5 | Q4 2018 | 0.9% |
HOME DEPOT INC | 5 | Q4 2018 | 0.9% |
PAYCHEX INC | 5 | Q4 2018 | 0.8% |
View Kaizen Advisory, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2019-02-15 |
13F-HR | 2018-11-01 |
13F-HR | 2018-07-26 |
13F-HR | 2018-05-15 |
13F-HR | 2018-02-13 |
View Kaizen Advisory, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.